![]() ![]() This field will be displayed on the sale quote, order and invoice. Add an optional note for the customer.Check that account, location and customer details are correct before proceeding. Many fields in the document header will be auto-filled from your customer information but can be manually overridden. ![]() You will also have to fill in the mandatory fields, Tax rule and Location, to proceed using a temporary customer. Simply type the customer name in without clicking + to add a new customer to the database. As sending a sale quote does not require the customer to commit to the sale, there is also an option to create temporary customer records that are not entered into your customer database. Click + next to the customer name to be prompted for customer details. NOTE: You can create a new customer from the sale quote/order screen. We recommend you set up a customer first before creating the sale order. On the Customer field, start entering the customer's name until you find their name or select the customer from the list.Users can also use preset templates to use saved sale order details to fill in these fields. This information will appear on sales documents generated by DEAR Inventory. The first step when creating a new sale quote or sale order is to enter the customer information into the document header. Create a purchase order directly from the sale.Set sales permissions for users (required).See Managing Document & Email Templates for more information. NOTE: Sales documents such as Sale Quotes, Sale Invoices, Pick Lists, and Box Labels, among others, can be fully customised from Settings → Document & Email Templates. orders of services only), see Service Sale.įor sale orders that will be invoiced/fulfilled as multiple partial orders, see Advanced Sales.įor recurring and repeated sales, see Recurring Sales/Invoices or Preset templates for sale orders.įor returns workflows, see Returns (RMAs and Return Orders). See General Settings for more information.įor orders without stock items (i.e. This includes sales from integrated channels, e.g. NOTE: All sales orders created via the Sales module, accessible from Sale → Search → Sale, will be simple sales unless the Default Load Advanced Sales Order setting in Settings → General Settings is enabled. Refunds and discounts applied after an invoice has been authorised are processed by using credit notes (negative invoices) this function is covered in Customer Credit Notes and Refunds. This article covers the sale process, including quoting, ordering, processing invoices and fulfillment, using the sale module. Through the sale module, you can create quotes, sale orders, sale invoices and track the shipping status of the sale order. Processing a sale is the main purpose of the sale module in DEAR. ![]()
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